Win-Dor, Inc. 401k Profit Sharing Plan — Form 5500 plan (Win-Dor, Inc)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Win-Dor, Inc. 401k Profit Sharing Plan is a benefit plan reported by Win-Dor, Inc under EIN 33-0594844 and plan number 001. The latest loaded filing year is 2023. The filing reports 367 participants and $6,191,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Win-Dor, Inc
EIN
33-0594844
Plan number
001
Plan type
2
Location
Brea, CA
Latest filing year
2023
Participants
367
End-of-year plan assets
$6,191,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023367H, C20241015125945NAL0016442707001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,191,833
Total liabilities (EOY)
$0
Net assets (EOY)
$6,191,833
Net assets (BOY)
$6,406,883

Income & contributions

Employer contributions
$107,181
Participant contributions
$243,995
Total contributions
$460,886
Total income / additions
$1,317,258

Expenses & distributions

Benefits paid
$1,935,051
Administrative expenses
$32,787
Total expenses
$1,967,838
Net increase / (decrease)
-$650,580

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Plan Perfect IncTPA$13,500not reported in the loaded dataset2023
Financial Management NetworkADVISOR$13,338not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$5,950not reported in the loaded dataset2023

Related Form 5500 pages